NFA
Northwest Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
2,088
-1,303
| -38% | -$463K | 1.03% | 29 |
|
|
2025
Q1 | $1.19M | Hold |
3,391
| – | – | 0.99% | 25 |
|
|
2024
Q4 | $1.07M | Buy |
3,391
+400
| +13% | +$126K | 0.89% | 28 |
|
|
2024
Q3 | $822K | Sell |
2,991
-26
| -0.9% | -$7.15K | 0.65% | 36 |
|
|
2024
Q2 | $792K | Buy |
3,017
+26
| +0.9% | +$6.82K | 0.81% | 30 |
|
|
2024
Q1 | $835K | Hold |
2,991
| – | – | 0.92% | 27 |
|
|
2023
Q4 | $779K | Buy |
+2,991
| New | +$779K | 0.66% | 30 |
|